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Evercore
EVR

Overview Fund Activity

509 hedge funds and large institutions have $8.29B invested in Evercore in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 171 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+40
Holders Change %
+8.53%
% of All Funds
7.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
92
Increased
160
Reduced
171
Closed
50
Calls
$17.9M
Puts
$17.9M
Net Calls
-$44K
Net Calls Change
-$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$234M
4
Invesco
Invesco
Georgia
$326M
5
Vanguard Group
Vanguard Group
Pennsylvania
$973M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$235K
2
Millennium Management
Millennium Management
New York
$99M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.9M
4
Primecap Management
Primecap Management
California
$88.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
401
Bayesian Capital Management
New York
$203K +$203K +800 New
PS
402
Planned Solutions
California
$203K +$203K +800 New
HCA
403
Harbor Capital Advisors
Illinois
$182K -$239K -940 -57%
AT
404
Arlington Trust
Alabama
$177K – – –
PTC
405
Private Trust Company
Ohio
$167K +$167K +659 +65,900%
EWA
406
EverSource Wealth Advisors
Alabama
$160K -$67.1K -265 -30%
QCG
407
Quadrant Capital Group
Ohio
$156K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$147K -$123K -487 -46%
CPBTD
409
Central Pacific Bank - Trust Division
Hawaii
$144K -$858K -3,385 -86%
GI
410
GAMMA Investing
California
$132K +$38.8K +153 +41%
BIG
411
Brooklyn Investment Group
New York
$127K +$127K +503 New
GM
412
GeoWealth Management
Illinois
$120K +$2.79K +11 +2%
JIP
413
Jaffetilchin Investment Partners
Florida
$109K +$109K +432 New
GRP
414
Global Retirement Partners
California
$86.1K -$9.62K -38 -10%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$85.4K -$7.35K -29 -8%
CAC
416
Core Alternative Capital
Georgia
$79.8K – – –
FHA
417
First Horizon Advisors
Tennessee
$79.3K – – –
NA
418
NewEdge Advisors
Louisiana
$78.7K -$6.84K -27 -8%
QL
419
Quarry LP
New York
$77.5K +$77.5K +306 New
HFM
420
Harvest Fund Management
China
$74K – – –
CA
421
Clearstead Advisors
Ohio
$66.9K +$25.1K +99 +60%
AF
422
Allworth Financial
California
$61.1K -$3.04K -12 -5%
S
423
SignatureFD
Georgia
$59.3K – – –
Nomura Asset Management
424
Nomura Asset Management
Japan
$55.7K – – –
UB
425
UMB Bank
Missouri
$51.2K +$18.5K +73 +57%
15 16
17
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